MML Investors Services
FUMB icon

MML Investors Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

MML Investors Services’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
11,046
+809
+8% +$16.2K ﹤0.01% 3032
2026
Q1 		$205K Sell
10,237
-2,518
-20% -$50.6K ﹤0.01% 2810
2025
Q4 		$256K Sell
12,755
-2,444
-16% -$49.1K ﹤0.01% 2738
2025
Q3 		$305K Sell
15,199
-928
-6% -$18.7K ﹤0.01% 2507
2025
Q2 		$324K Sell
16,127
-391
-2% -$7.85K ﹤0.01% 2382
2025
Q1 		$332K Buy
16,518
+3,533
+27% +$71.1K ﹤0.01% 2250
2024
Q4 		$261K Buy
12,985
+2,752
+27% +$55.3K ﹤0.01% 2348
2024
Q3 		$206K Sell
10,233
-1,266
-11% -$25.5K ﹤0.01% 2425
2024
Q2 		$231K Buy
11,499
+1,242
+12% +$24.9K ﹤0.01% 2266
2024
Q1 		$205K Buy
+10,257
New +$206K ﹤0.01% 2344
2023
Q4 		– Sell
-11,227
Closed -$224K – 2468
2023
Q3 		$224K Buy
11,227
+116
+1% +$2.31K ﹤0.01% 2091
2023
Q2 		$222K Sell
11,111
-33
-0.3% -$659 ﹤0.01% 2110
2023
Q1 		$222K Buy
11,144
+151
+1% +$3.01K ﹤0.01% 1854
2022
Q4 		$219K Buy
+10,993
New +$219K ﹤0.01% 1983
2020
Q3 		– Sell
-18,025
Closed -$362K – 1586
2020
Q2 		$362K Buy
+18,025
New +$363K ﹤0.01% 1144

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
IIL
Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services's FUMB Position: Q2 2026 in Review

MML Investors Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 7.9% in Q2 2026, buying an estimated $16.2K and bringing the position to 11,046 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

MML Investors Services first reported a position in FUMB in Q2 2020 and has held it in 15 quarters since. The position peaked at $362K in Q2 2020. 53 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • MML Investors Services held 11,046 shares of First Trust Ultra Short Duration Municipal ETF worth $222K as of Q2 2026.
  • MML Investors Services bought 809 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $16.2K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3032 holding.
  • MML Investors Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and has held it in 15 quarters since.
  • MML Investors Services's First Trust Ultra Short Duration Municipal ETF position peaked at $362K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.